The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES Common Stocks 002824100 236 2,825 SH   SOLE   2,825 0 0
ALIBABA GROUP HOLDING-SP ADR Equity Depositary Receipts 01609W102 935 5,590 SH   SOLE   5,590 0 0
AMERICAN INTERNATIONAL GROUP Common Stocks 026874784 392 7,038 SH   SOLE   7,038 0 0
AMERICAN WATER WORKS CO INC Common Stocks 030420103 232 1,869 SH   SOLE   1,869 0 0
APACHE CORP Common Stocks 037411105 1,176 45,925 SH   SOLE   17,050 0 28,875
APPLIED MATERIALS INC Common Stocks 038222105 1,603 32,125 SH   SOLE   11,575 0 20,550
BAIDU INC - SPON ADR Equity Depositary Receipts 056752108 22,637 220,287 SH   SOLE   79,642 0 140,645
BANK OF AMERICA CORP Common Stocks 060505104 3,716 127,379 SH   SOLE   31,199 0 96,180
CANADIAN NATURAL RESOURCES Common Stocks 136385101 64,107 2,407,695 SH   SOLE   133,095 0 2,274,600
CANADIAN PACIFIC RAILWAY LTD Common Stocks 13645T100 1,054 4,741 SH   SOLE   2,441 0 2,300
CAPRI HOLDINGS LTD Common Stocks G1890L107 125,728 3,791,557 SH   SOLE   122,959 0 3,668,598
CIGNA CORP Common Stocks 125523100 246 1,619 SH   SOLE   1,619 0 0
CITIGROUP INC Common Stocks 172967424 3,990 57,763 SH   SOLE   17,868 0 39,895
CNH INDUSTRIAL NV Common Stocks N20944109 27,200 2,671,571 SH   SOLE   170,275 0 2,501,296
COCA-COLA FEMSA SAB-SP ADR Equity Depositary Receipts 191241108 1,456 24,021 SH   SOLE   0 0 24,021
COGNIZANT TECH SOLUTIONS-A Common Stocks 192446102 61,832 1,026,004 SH   SOLE   379,984 0 646,020
CONDUENT INC Common Stocks 206787103 4,668 750,474 SH   SOLE   223,814 0 526,660
CVS HEALTH CORP Common Stocks 126650100 4,243 67,279 SH   SOLE   18,685 0 48,594
DR. REDDY'S LABORATORIES-ADR Equity Depositary Receipts 256135203 350 9,225 SH   SOLE   9,225 0 0
ENTERGY CORP Common Stocks 29364G103 258 2,197 SH   SOLE   2,197 0 0
EXXON MOBIL CORP Common Stocks 30231G102 371 5,257 SH   SOLE   5,257 0 0
FIAT CHRYSLER AUTOMOBILES NV Common Stocks N31738102 1,058 81,724 SH   SOLE   950 0 80,774
FRANKLIN RESOURCES INC Common Stocks 354613101 3,118 108,050 SH   SOLE   28,775 0 79,275
GILEAD SCIENCES INC Common Stocks 375558103 2,451 38,676 SH   SOLE   12,151 0 26,525
HEWLETT PACKARD ENTERPRISE Common Stocks 42824C109 1,198 78,997 SH   SOLE   14,209 0 64,788
ICICI BANK LTD-SPON ADR Equity Depositary Receipts 45104G104 69,591 5,713,561 SH   SOLE   1,331,902 0 4,381,659
ISHARES CORE MSCI EMERGING ETF 46434G103 4,200 85,674 SH   SOLE   0 0 85,674
ISHARES MSCI INDIA ETF ETF 46429B598 3,621 107,869 SH   SOLE   0 0 107,869
ISHARES MSCI TAIWAN ETF ETF 46434G772 7,554 207,766 SH   SOLE   0 0 207,766
JD.COM INC-ADR Equity Depositary Receipts 47215P106 361 12,800 SH   SOLE   12,800 0 0
JPMORGAN CHASE & CO Common Stocks 46625H100 5,912 50,233 SH   SOLE   14,783 0 35,450
KB FINANCIAL GROUP INC-ADR Equity Depositary Receipts 48241A105 327 9,164 SH   SOLE   5,114 0 4,050
KT CORP-SP ADR Equity Depositary Receipts 48268K101 4,377 387,019 SH   SOLE   0 0 387,019
KULICKE & SOFFA INDUSTRIES Common Stocks 501242101 31,148 1,326,565 SH   SOLE   496,406 0 830,159
LAM RESEARCH CORP Common Stocks 512807108 593 2,564 SH   SOLE   607 0 1,957
LIBERTY GLOBAL PLC-A Common Stocks G5480U104 1,542 62,287 SH   SOLE   35,700 0 26,587
LIBERTY LATIN AMERIC-CL C Common Stocks G9001E128 1,188 69,475 SH   SOLE   39,896 0 29,579
LINDE PLC Common Stocks G5494J103 248 1,278 SH   SOLE   1,278 0 0
METLIFE INC Common Stocks 59156R108 1,175 24,905 SH   SOLE   6,530 0 18,375
MOSAIC CO/THE Common Stocks 61945C103 1,907 93,041 SH   SOLE   29,359 0 63,682
MYLAN NV Common Stocks N59465109 3,611 182,543 SH   SOLE   46,443 0 136,100
NUTRIEN LTD Common Stocks 67077M108 2,475 49,638 SH   SOLE   13,780 0 35,858
NXP SEMICONDUCTORS NV Common Stocks N6596X109 62,338 571,280 SH   SOLE   30,391 0 540,889
ON SEMICONDUCTOR CORP Common Stocks 682189105 4,331 225,448 SH   SOLE   56,773 0 168,675
PETROLEO BRASIL-SP PREF ADR Equity Depositary Receipts 71654V101 22,335 1,699,744 SH   SOLE   597,322 0 1,102,422
POSCO- SPON ADR Equity Depositary Receipts 693483109 570 12,076 SH   SOLE   5,638 0 6,438
PROCTER & GAMBLE CO/THE Common Stocks 742718109 229 1,842 SH   SOLE   1,842 0 0
QORVO INC Common Stocks 74736K101 585 7,888 SH   SOLE   1,875 0 6,013
QURATE RETAIL INC-SERIES A Common Stocks 74915M100 152 14,767 SH   SOLE   14,767 0 0
RENAISSANCERE HOLDINGS LTD Common Stocks G7496G103 37,982 196,339 SH   SOLE   7,198 0 189,141
SASOL LTD-SPONSORED ADR Equity Depositary Receipts 803866300 14,836 872,209 SH   SOLE   343,110 0 529,099
SILICON MOTION TECHNOL-ADR Equity Depositary Receipts 82706C108 44,742 1,265,692 SH   SOLE   307,227 0 958,465
STATE STREET CORP Common Stocks 857477103 2,574 43,483 SH   SOLE   11,915 0 31,568
TAIWAN SEMICONDUCTOR-SP ADR Equity Depositary Receipts 874039100 110,850 2,384,901 SH   SOLE   86,633 0 2,298,268
TAPESTRY INC Common Stocks 876030107 2,427 93,160 SH   SOLE   30,253 0 62,907
UBS GROUP AG-REG Common Stocks H42097107 1,289 113,537 SH   SOLE   78,261 0 35,276
UNITED TECHNOLOGIES CORP Common Stocks 913017109 215 1,575 SH   SOLE   1,575 0 0
US BANCORP Common Stocks 902973304 202 3,658 SH   SOLE   3,658 0 0
VALE SA-SP ADR Equity Depositary Receipts 91912E105 1,026 89,251 SH   SOLE   46,517 0 42,734
WELLS FARGO & CO Common Stocks 949746101 216 4,284 SH   SOLE   4,284 0 0
YY INC-ADR Equity Depositary Receipts 98426T106 21,601 384,146 SH   SOLE   134,983 0 249,163